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Juan Pedro TomásMoody’s said hyperscaler investment momentum is being supported by rapid growth in remaining performance obligations (RPOs), which represent contracted but undelivered products and services In sum – what to know: Capex accelerating – Moody’s now expects hyperscaler capex to reach $785 billion in 2026 and approach $1 trillion in 2027, significantly higher than earlier forecasts. AI demand surging – Strong …
Sulagna Saha Data center operators are confronting a growing generation of stranded assets with long-term financial and environmental consequences As AI sets off an unprecedented outlay of capital, data centers face increasing pressure to minimize inefficiencies resulting from stranded assets. According to early 2025 data, data center vacancy across North American has dropped to 1.9% with 83% of new capacity already pre-leased. …
Alibaba Group’s CEO Eddie Wu said the company expects its data center infrastructure requirements in 2033 to be roughly 10 times larger than what it operated in 2022 In sum – what to know: AI cloud growth – Alibaba Cloud’s AI-related revenue reached CNY8.97 billion in the quarter, marking its eleventh consecutive quarter of triple-digit year-over-year growth. Massive infrastructure scale-up …
Sulagna Saha With AI pushing data center demands to record highs, operators are resorting to prefabricated, modular infrastructure designs to cut deployment timelines and bring capacity online faster Modular data center designs are on the rise as AI drives massive infrastructure build. Typically, site-built constructions which entail assembling infrastructure piece by piece on the spot, take years to complete. Pre-made modules are …
Christian de LooperBlaize and Winmate want to bring secure, real-time decision-making to defense and critical infrastructure without cloud reliance In sum – what we know: Edge AI is quickly becoming one of the most contested fronts in the broader AI infrastructure race, and this week brought another notable tie-up. Blaize Holdings and Winmate have announced an updated agreement to jointly develop sovereign, …
The potential agreement would mark a shift in how Anthropic sources specialized silicon for its models In sum – what we know: Anthropic is in early-stage talks to buy inference accelerators from Fractile, a London-based chip startup, according to reporting from The Information. It’s a small deal on the surface, but there might be a little more to it. Anthropic …
Operators are rapidly shifting from traditional air cooling to advanced liquid-to-air distribution systems Data centers are going through a massive shift. Facilities that used to measure capacity in megawatts are now pushing toward gigawatt territory, driven by the relentless compute demands of AI training, inference workloads, and cloud expansion. The result? More servers, but also a whole lot more heat. …
Verkor autonomously generated a layout-ready RISC-V core from a short requirements document In sum – what we know: Chip design startup Verkor.io has made a pretty bold claim — that its agentic AI system, called Design Conductor, has autonomously designed a complete RISC-V CPU core in 12 hours flat. The design started from a 219-word requirements document, and the system …
The U.S. broadband duopoly of cable and telcos is fading as fixed wireless, Starlink, WISPs, and fiber overbuilders expand rapidly. Increased competition from carriers and alternative providers is giving consumers …
The GSMA and CTIA have misrepresented early 6GHz Wi-Fi adoption data to justify reallocating spectrum for mobile use, arguing the technology remains in a normal growth phase with significant long-term …
Defense communications has entered a new phase of urgency. Networks are no longer just the pipes that move information across the battlespace; they are becoming the sensing, compute, coordination and …
Germany’s sovereign cloud push is advancing with Deutsche Telekom and SAP winning a BMDS AI platform tender built on the “Deutschland-Stack”, while Thales expands its Google Cloud-powered sovereign model in …
Sulagna Saha The GPU-powered, cloud-native simulation solver provides a repeatable blueprint for integrating predictive analysis and rapid optimization in factory workflows In sum — What to know Optimizing manufacturing: At Microsoft Ignite, Synopsys unveiled a simulation-driven solution based on Ansys Fluent that allows manufacturers to model and optimize dynamic processes in factories. Under the hood: The solution is powered by Nvidia Omniverse …
Sulagna Saha Broadcom and Rohde & Schwarz are teaming up once again, this time to test and validate early Wi-Fi 8 chips, after the chipmaker launched the first Wi-Fi 8 silicon solutions ahead of schedule in October In sum — what to know: Broadcom validates R&S’ CMP180 — Broadcom confirms that R&S CMP180 Series radio communication tester can support testing of Wi-Fi-8 …
Sulagna Saha The software-based solution evaluates communication quality between applications in virtualized environments, providing visualization from field to cloud working with Anritsu’s Network Master Pro hardware In sum — What to know A virtual network test solution: Anritsu launched Virtual Network Master for AWS environments. Monitoring KPIs: The solution evaluates key network performance indicators like latency, jitters, throughout, and packet loss rate. …
Sulagna Saha The Silicon Valley company is set to cut approximately 2000 jobs worldwide as it looks to redirect investment towards high-growth opportunities. In sum — what to know: Estimated timeline: Synopsys expects most layoffs to take effect in fiscal 2026. Broader restructuring efforts: The plan also includes closing certain sites. Near-term goal: The company will focus on capitalizing highest-growth opportunities and …
